Why it makes sense to become a defensive (passive) investor

In this article, SEBI registered fee-only advisor Swapnil Kendhe explains why it makes sense for most of us to become defensive (passive) investors. About the author: Swapnil is a SEBI Registered Investment Advisor and part of my fee-only financial planners’ list. You can learn more about him and his service via his website, Vivektaru. In the recently conducted…

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Portfolio Audit 2021: How my goal-based investments fared this year

I evaluate my retirement portfolio’s performance and my son’s future portfolio in a personal finance audit each year. This is the ninth edition. Published since 2013, these audits provide a sense of accountability and ensure I do not fall prey to fear of missing out, preventing bad investment decisions. I am proud and delighted that…

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Which mutual funds do retail and high net worth investors choose?

The association of mutual funds in India (AMFI) publishes aggregate AUM held by different mutual fund investors across fund categories each quarter.  Here are some insights into which type of funds are preferred by high net worth individuals/investors (HNIs) and retail investors. The definition of an HNIs is far from accurate and, in this context,…

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Equity Mutual Fund Screener Dec 2021: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (December 2021) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds with a higher return than a benchmark at a lower risk. Inside, you get discounted links to our two courses:…

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